Lynn Le Goy is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. Prior to joining LPL Financial in 2025, Lynn worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, Calton & Associates, Inc., GBS Financial Corp., and Waddell & Reed. Lynn is also a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Leonard Remington is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the investment committee of the Nevada Museum of Art and holds board memberships with the CPWA Certification Commission and the Investment and Wealth Institute Ethics Board. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and estate planning services.

Kathe Wilson is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at Mutual of Omaha Bank, Questar Asset Management, Questar Capital Corporation, and Edward Jones. Wilson has been with LPL Financial since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine-learning for research and operations.

Jacob Arroyo is a financial advisor with Cetera, holding a Series 66 designation and with 10 years of industry experience. He previously worked at Edward Jones and Wells Fargo Clearing. Outside of his advisory role, he serves as president of the Nevada Center for Entrepreneurship & Technology, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options and custodial relationships.

Eric Smith is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Wells Fargo entities since 2009. Smith also owns and operates TRIN Wealth Management LLC, a financial practice based in Reno, NV. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning solutions that include retirement, education, risk management, and specialty areas such as business-owner transitions and special-needs analysis. The firm integrates advisory services with banking and other financial products through a comprehensive network of advisors.

James Marren is a CFP® professional with 26 years of experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2012. He owns several small business ventures in Nevada, including ACM Enterprises Inc. and Nevada Family Wealth, which consolidates local wealth advisory brands. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients, using risk profiling and modeling tools to tailor non-discretionary planning and investment consulting.

Lisa Schober is a Series 66 licensed financial advisor with Edward Jones in Reno, NV. She has one year of industry experience and previously worked in roles at the University of Nevada, Renown Health, and several technology firms including HP and DXC Technology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and fiduciary advisory services, supported by a large network of financial advisors and branch offices nationwide.

Timothy Humes is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory role, he is involved in recreational ranch properties and serves as a director for the Nevada Wildlife Record Book Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs and utilizes a combination of in-house and third-party investment managers to implement client portfolios.

Roger Crowe Jr. is a financial advisor with Wells Fargo Clearing in Reno, NV. He holds Series 65 and Series 63 designations and has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2025, respectively, following a 20-year career at SaveMart. He has no prior industry experience before joining Wells Fargo. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

John Paul Kauinana is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked for Waddell & Reed, Inc and various insurance carriers through W&R Insurance Agencies, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Bill Harkey is currently employed as a Planning Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Relationship Manager at Fidelity Investment from 2019 to 2021 and as a Financial Advisor at Edward Jones from 2017 to 2019. He holds a California Insurance License. Bill focuses on developing long-lasting relationships with clients to understand what is important to them and to assist them in working toward their financial goals. His experience spans client relationship management and financial advising. Outside of his professional work, Bill has interests in baseball, concerts, golf, reading, theater, and traveling.

Vicki Skarda is a financial advisor with Edward Jones in Reno, NV, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has worked at Edward Jones since 2016. Outside of her advisory role, she is involved in a property management business owned by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, offering both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network as well as affiliated trust and lending services.

William Creekbaum is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Creekbaum also owns multiple rental properties in various locations. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and advanced modeling tools, serving clients through both direct agreements and corporate partnerships.

Albert Cartlidge III is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Avantax Advisory Services and managing a CPA firm, Cartlidge, Belnap & Helmers, LLC. Outside of his advisory work, he is involved in managing a CPA firm focused on tax and financial statements. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform with access to affiliated and third-party investment managers.

Joel McConnell is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, McConnell serves on the Elko County Advisory Board to Manage Wildlife, a nonprofit organization focused on wildlife management. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured discovery conversations and firm-approved planning tools without providing individual security recommendations as part of standalone planning.

Jennifer Rogers Markwell is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and bringing 16 years of industry experience. Her prior experience includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, CUSO Financial Services, and Edward Jones. Outside of her advisory work, she hosts the Platinum Talks Wealth Podcast and has contributed as a book author. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, with advice provided primarily through a large network of investment adviser representatives utilizing model portfolios, third-party subadvisors, or customized strategies.

Rachel Eckard is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2019. She has eight years of industry experience, including prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of finance, she is active as a fitness instructor, teaching yoga, spin, and Pilates classes at several local fitness centers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products.

Humberto Lepe is a financial advisor with Edward Jones in Reno, NV, holding CFP® and ChFC® designations and over 25 years of industry experience. He has been with Edward Jones since 2000 and also has a background with Banc of America Investment Services, Inc. and Bank of America dating back to 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Reynolds is a financial advisor with Stifel in Reno, NV, holding a Series 63 designation and 36 years of industry experience. He has been with Stifel Nicolaus since 2013. Reynolds serves on the Advisory Board and Investment Committee of the Community Foundation of Northern Nevada and is a board member of The Susanne and Gloria Young Foundation, assisting with evaluation of grant requests. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Robert Hill is a Series 66-licensed financial advisor with RBC Capital Markets in Reno, NV, where he has worked since 2013. He has 12 years of industry experience. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.